MSc Investment and Finance postgraduate who has been working as a Finance Assistant for 3+ years. Currently offering lessons in maths, science and accounting lessons from KS3 to A-levels.

Prateek's CV

EDUCATION

MSc Investment and Finance, Queen Mary University of London – Merit (Obtained) 2017- 2018

• Equity Research Analyst for QUMMIF [a student managed Investment Fund at QMUL]
• Researched and prepared reports on: MiFID II, Dodd-Frank Act, CAMELS, ETFs, Bitcoin and others
• Prepared acquisition model and presented the acquisition case

Modules included: Cases in Business Finance, Mergers and acquisitions, Business Finance, Investment management and others


BSc Accounting and Finance, Brunel University, London – 2.1 2011 – 2014

• Dissertation on “Relationship between Savings and Investment (Feldstein-Horioka Puzzle)”
• Treasurer Assistant and Web Officer– BUNS (Brunel University Nepalese Society)

Modules included: Financial Accounting, Econometrics, Financial Engineering, Financial markets, and others


[A-levels] Woolwich Polytechnic Sixth Form, London 2009 – 2011

Subjects studied: Maths, Accounting and BTEC Applied Business




PROFESSIONAL QUALIFICATION

ACCA Papers: [ F1, F2, F3. F4, F5, F6 and F7] – Passed 2015 – 2016



WORK EXPERIENCE

Finance Assistant - MoYou Marketing Ltd, London [Feb 2016 – Aug 2017] & [Oct 2018 – Present]

• Acting as a main point of contact between the company and the external accountants / auditors
• Liaising with sales, design, production, marketing, and logistics department to gather information required for bank reconciliation and maintaining the accounting records of the company in Xero (cloud based accounting software)
• Supporting accountants in the preparation of timely & accurate management reports, payroll, quarterly VAT returns, year-end accounts, and audit process
• Supporting the Wholesales team in monitoring aged receivables
• Monitoring aged payable and making payments on due time to suppliers in multiple currencies
• Monitoring company credit cards, debit cards and cash box
• Communicating and responding to financial queries from managers, accountants, auditors, suppliers, wholesale customers, HMRC, employees and others
• Analyzing financial information and preparing reports as required by the management in Excel
• Performing ad hoc administrative duties


Bookkeeper - KBM Chartered Accountants, London [Oct 2015 – Feb 2016]

• Performed general bookkeeping duties using accounting software: SAGE 50 and Xero (cloud accounting software). • Assisted accountants in quarterly VAT returns of client companies.




POSITIONS OF RESPONSIBILITY

• Team Leader – Appointed as team leader for a group of six in Mergers & Acquisitions module during postgraduate degree. Allocated tasks amongst members in the group, ensured smooth running of the project and that the objectives are met on time

• Finance Assistant - MoYou Marketing Ltd: - Sole point of contact for all financial queries of the business. - Responsible for the overall financial duties of the company (i.e. filing of year-end accounts and making payments of significant amounts in USD, Sterling, and HKD)



OTHER SKILLS AND INTERESTS


PC Skills: Good PC skills with working knowledge of Word, Excel (VLOOKUP, Pivot table, Pivot charts, Macros, basic knowledge of VBA), PowerPoint, Office Outlook and Bloomberg

Additional languages: Nepalese (Native) Hindi (Fluent)

Others:

• Charity: Performed live music for a charity event to raise funds for Nepal earthquake victims
• Participated in Inter-University Basketball tournament 2012/13 Surrey University
• Mentored Year 11 students for GCSE Maths and conducted English reading classes for Year 8